Configure taxes and inclusive pricing

Define reusable tax components and groups, then control whether product prices include or exclude those taxes.

SettingsFor Administrator · Accountant4 steps

Where this lives

Settings › Taxes
/dashboard/settings/taxes

Permissions needed

Settings · Taxes

Any one of these grants access. Ask an administrator if the screen is not visible to you.

Before you start

Applicable tax rates and effective dates
Tax payable or receivable accounts

Inclusive and exclusive, on one price

The price mode does not change what you type — it changes what the number means. Inclusive treats it as the customer total and extracts tax from it; exclusive treats it as the net and adds tax on top. Both are shown here with a single 16% component, but a tax group may hold several with an explicit calculation order, and a component can be set to compound on the previous one, in which case it is charged on the net plus the tax already added rather than on the net alone.

Complete the workflow

1
Create tax components
Define each tax or levy with its code, rate, calculation order, effective dates and ledger accounts.
2
Build tax groups
Combine one or more components into reusable product tax groups and set the component calculation sequence.
3
Choose price treatment
Inclusive pricing keeps the displayed selling price as the customer total and extracts tax from it. Exclusive pricing adds tax to the entered price.
4
Assign products
Select the product tax group and price mode, then verify the checkout breakdown before using it in live sales.